Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states. He believes, "If the trust is there, the miles don't matter." As a member of the North Star Medical Division, Todd works with other advisors who specialize in working with physicians to share best practices and the latest trends in medicine.

Todd has a BBA in Marketing and Risk/Insurance and has earned his CFP® (CERTIFIED FINANCIAL PLANNER™ practitioner), ChFC (Chartered Financial Counselor), and CLU (Chartered Life Underwriter) designations. He is a member of many financial services associations and is very active in the community including, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.

Areas of Service Provided by Todd include:

Tax Minimizing Strategies*

Life/Disability Insurance Review and Selection

Investment Consultation

Employee Benefit Analysis and Coordination*

Financial considerations with large purchases, Home Purchase Analysis*

College Education Funding and Retirement Analysis

Student Loan Management, Deferment, and Consolidation

Retirement Strategies, Including Rollovers

Analyzing Employee Benefit Packages*

Estate Planning and Charitable Gifting Strategies*

Budgeting Basics and Cash Flow Management

Net Worth Determination and Analysis

What to Expect from Todd

A Teacher

If there is something that you really should do, or should avoid, Todd will tell you. But, in many cases, the decisions are not black and white. Todd excels at educating and talking his clients though the "decision tree" and explaining the ramifications of all the options. This teaching and consultative approach involves his clients in the process as everyone works together to map out a financial strategy.

A Coach

A financial strategy is nothing if not acted upon. As your situation unfolds, the trust develops, and it makes sense to make changes to your financial portfolio, Todd will guide you through the options and help you get your financial strategy underway. And, with periodic reviews, make sure your strategy stays current with your financial needs.

*Financial Advisors do not provide tax, mortgage, real estate or legal advice. You should always consult a tax or legal professional for advice regarding your specific tax and/or legal situation. North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205.

Awards are based primarily on criteria relative to leadership, achievement, recruiting, management practices, community service, team unity and education. Sales are not a consideration. There is no fee associated with this award. Companies must be in good standing with the Better Business Bureau for consideration. Working with this advisor or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 1575329/DOFU 10-2016